MONEYWISE, INC. SPY Holdings History
MONEYWISE, INC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, MONEYWISE, INC. held 26,351.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $16.28 Mil. This investment constitutes 7.63% of their stock portfolio, and MONEYWISE, INC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q3. And since then MONEYWISE, INC. has made 8 purchases of SPY, at an average price of $533.45, for a total of 26,351.00 shares. Based on historical transaction data and SPY's current price of $627.97, MONEYWISE, INC.'s estimated gain on his SPY holdings is $2.49 Mil, reflecting a 17.72% gain to date.
MONEYWISE, INC. SPY ($627.97) Holding Chart
MONEYWISE, INC. SPY ($627.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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